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Institute for Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Institute for Wealth Management’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.6K Buy
+756
New +$28.2K ﹤0.01% 1035

Other funds holding BIP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $868M AUM 14.24% 1-Year Est. Return

Institute for Wealth Management's BIP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Brookfield Infrastructure Partners (BIP) in Q2 2026: 756 shares worth $27.6K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings.

187 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Institute for Wealth Management held 756 shares of Brookfield Infrastructure Partners worth $27.6K as of Q2 2026.
  • Brookfield Infrastructure Partners was a new Institute for Wealth Management position in Q2 2026.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1035 holding.
  • 187 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.